The Council of Insurance Agents and
THE COUNCIL WAS ESTABLISHED TO PROMOTE THE INTERESTS OF ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES AND BROKERAGE FIRMS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$54.9M
-0.5% YoY
Annual Giving
$90K
-48.6% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$23K
-22.9% YoY
About The Council of Insurance Agents and
Based on IRS filings
The Council of Insurance Agents and is a nonprofit organization, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $54.9M in total assets. In 2024, it awarded 4 grants totaling $90K. Net investment income was $1.0M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $54,917,385 | $55,204,420 | $48,445,728 |
| Revenue | $29,384,112 | $27,285,841 | $23,670,266 |
| Expenses | $26,297,610 | $23,440,813 | $19,530,498 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,027,115 | $876,431 | $523,847 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Open Grants
2 open opportunities from The Council of Insurance Agents and
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEITH SCHULER | CHAIR | 0.3 | — |
| ANDREW BARRENGOS | VICE CHAIR | 0.3 | — |
| JOHN HOWARD | TREASURER | 0.3 | — |
| ERIC LEAVITT | SECRETARY | 0.3 | — |
| TOM HUGHSTON | DIRECTOR | 0.3 | — |
| JEFF RODRIGUEZ | DIRECTOR | 0.3 | — |
| ROBERT CAWLEY | DIRECTOR | 0.3 | — |
| BUMPY TRICHE | DIRECTOR | 0.3 | — |
| DOUGLAS HAMMOND | DIRECTOR | 0.3 | — |
| SCOTT PURVIANCE | DIRECTOR | 0.3 | — |
| MICHAEL VICTORSON | DIRECTOR | 0.3 | — |
| KATE ARMFIELD | DIRECTOR | 0.3 | — |
| CYNTHIA BEVERIDGE | DIRECTOR | 0.3 | — |
| CHRIS BOONE | DIRECTOR | 0.3 | — |
| MICHAEL CHRISTIAN | DIRECTOR | 0.3 | — |
| JOH ELTHAM | DIRECTOR | 0.3 | — |
| PETER GRUENBEG | DIRECTOR | 0.3 | — |
| PETER KRAUSE | DIRECTOR | 0.3 | — |
| HIRAM MARRERO | DIRECTOR | 0.3 | — |
| KERRY MORRIS | DIRECTOR | 0.3 | — |
| JACQUES VERLINGUE | DIRECTOR | 0.3 | — |
| JIM BAILEY | DIRECTOR | 0.3 | — |
| KATE BANG | DIRECTOR | 0.3 | — |
| JIM HENDERSON | DIRECTOR | 0.3 | — |
| MATTHEW KIRK | DIRECTOR | 0.3 | — |
| JAMES PARKER | DIRECTOR | 0.3 | — |
| WILLIAM PRIDGEON | DIRECTOR | 0.3 | — |
| JACQUE ROTH | DIRECTOR | 0.3 | — |
| BRENDA AUSTENFELD | DIRECTOR | 0.3 | — |
| WALTER FAWCETT | DIRECTOR | 0.3 | — |
| POWELL BROWN | DIRECTOR | 0.3 | — |
| MICHAEL CHANG | DIRECTOR | 0.3 | — |
| JOCHEN KOERNER | DIRECTOR | 0.3 | — |
| RUSTY REID | DIRECTOR | 0.3 | — |
| JOHN TALLARIDA | DIRECTOR | 0.3 | — |
| KEN A CRERAR | EXECUTIVE CHAIRMAN | 37.5 | $5,567,815 |
| JOEL R WOOD | PRESIDENT / CEO | 36.38 | $1,028,646 |
| CATHERINE RICHARDSON | CHIEF OPERATING OFFICER | 36 | $726,196 |
| BENITA HARRISON-WICKLINE | CHIEF FINANCIAL OFFICER | 35.63 | $460,437 |
| JOEL T KOPPERUD | SVP, GOVERNMENT AFFIARS | 37.5 | $480,113 |
| ELIZABETH MCDAID | FOUNDATION, EVP | 26.25 | $379,734 |
| SUSAN RUSHFORD | SVP, MKTG & COMMUNICATIONS | 35.63 | $373,003 |
| JULIA RUIZ | SVP, LEADERSHIP & MGMT RESOURCES | 34.5 | $257,012 |
| PAULA STALEY | SVP, MEETINGS | 36.38 | $218,890 |
| BLAIRE BARTLETT | VP, GOVERNMENT & POLITICAL AFFAIRS | 37.5 | $289,108 |
| BETH MCMAHON | VP, PEOPLE & CULTURE | 37.5 | $273,383 |
| LINDSAY DAMES | VP, EXTERNAL AFFAIRS & SPONSORSHIP | 37.5 | $270,012 |
| KEN HALTENHOF | SVP, MEMBERSHIP | 37.5 | $208,258 |
| NICOLE VASILE | VP, MKTG & COMMUNICATIONS | 35.63 | $187,070 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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